Lifecycle Services accelerators Simon Matthews Principal Solutions Architect CRM RampD BRK3307 Agenda Lifecycle Services What is LCS and why does it matter Metadata Migrator Metadata migration from alternative or legacy systems including entities attributes ID: 734426
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Migrate metadata and data to CRM Online with Lifecycle Services accelerators
Simon MatthewsPrincipal Solutions Architect, CRM R&D
BRK3307Slide2
Agenda
Lifecycle Services
What is LCS and why does it matter?
Metadata Migrator
Metadata migration from alternative or legacy systems; including entities, attributes,
views and layouts
Data Loader
Data migration to Dynamics CRM Online with fewer errors and large volumesSlide3
What is LCS?
Lifecycle services is an Azure-based platform to help drive
Predictable
,
Automated
and
Proactive delivery of Dynamics projectsSlide4
PROJECT MANAGER
Define
BUSINESS
ANALYST
Develop
DEVELOPER
Operate
IT ADMINISTRATOR
LCS enables predictable, repeatable,
high quality implementations
Business Analyst Data-driven and predictable implementations Project Manager Repeatable and
predictable project experience with methodology automation Developer Reduce time to develop high- quality customizations
IT Administrator
Proactive monitoring
of the systemSlide5
Agenda
Lifecycle Services
What is LCS and why does it matter?
Metadata Migrator
Metadata migration from alternative or legacy systems; including entities, attributes,
views and layouts
Data Loader
Data migration to Dynamics CRM Online with fewer errors and large volumesSlide6
What is LCS?
Lifecycle services is an Azure-based platform to help drive
Predictable
,
Automated
and
Proactive delivery of Dynamics projectsSlide7
PROJECT MANAGER
Define
BUSINESS
ANALYST
Develop
DEVELOPER
Operate
IT ADMINISTRATOR
LCS enables predictable, repeatable,
high quality implementations
Business Analyst Data-driven and predictable implementations Project Manager Repeatable and
predictable project experience with methodology automation Developer Reduce time to develop high- quality customizations
IT Administrator
Proactive monitoring
of the systemSlide8
Metadata MigratorSlide9
Lifecycle Services Metadata Migrator
CLOUD SERVICE
Part of LCS, enables users to connect to legacy and alternative metadata models, providing tools to migrate these models to CRM Online
WEB BASED
Wizard driven metadata analysis, and solution generation
ANALYSIS
Assess source metadata through Power BI using a secure OData data endpoint
MAPPINGS
Automatically maps metadata from one system to another
Allow user to alter this mapping and re-use projects
CRM SOLUTIONSGenerated solution files include net new entities, attributes, views and formsSlide10
Preview feature managementSlide11
How does it work?
Microsoft owned Azure subscription
RUNTIME
Azure Key Vault
Azure SQL
Azure storage account
Azure App services
Dynamics CRM API App
METADATA MIGRATOR
Connect to source metadata
Analyze metadata
Map metadata to generate CRM solution
Microsoft owned CRM instances
CRM SOLUTION
MAP
METADATA
GENERATE
SOLUTIONSlide12
DemoMetadata MigratorSlide13
Roadmap
Q4 2016
Q1 2017
FUTURE
BETA
Launch to select participants
Support a subset of source types
Power BI reporting trough Power BI Desktop
PREVIEWLaunch to extended Preview programEmbedded Power BI reportingOne-click deployment of solutionsTO DOIncorporate beta/preview feedbackExpand to additional source typesSupport items such as reports, dashboards, system settingsProject style grouping to help manage multiple configurationsSlide14
Data LoaderSlide15
Lifecycle Services Data Loader
CLOUD SERVICE
Part of LCS, enables users to upload bulk datasets to Dynamics CRM Online with high throughput and reduced errors
WEB BASED
Wizard driven data upload and mapping
Mappings from source to target part of a reusable data project
FAST
Designed to take advantage of staged data in close proximity to target CRM instance
HIGH VOLUME
Able to handle much larger volumes of data than the existing CRM data import tool
SECUREAzure Key Vault stores sensitive data with unique secrets per customerSlide16
How does it work?
DEPLOYER SERVICE
Centralized
Deploys Azure related artifacts
Microsoft owned Azure subscription
RUNTIME
Azure storage account
Azure App services
Dynamics CRM API App
RUNTIME
Azure storage account
Azure App services
Dynamics CRM API App
DATA LOADER
One time configuration
Import jobs
METADATA
DATASlide17
Tips and tricks
Cleanse data
Remove unnecessary columns, add fields that support CRM data
pattern, split files where required, remove placeholder NULL values
Target metadata
Ensure CRM has the appropriate new entities, fields (both new and
existing entities) and option sets
Reduce bottlenecks
Disable all plugins, disable auditing, ensure all target data owners
have a security role
Created dates and alternative keysMap created dates to “Record Created On”, add fields to store sourceunique IDs, make these alternative keys in CRMSlide18
Status and Status Reason
Need to map from alternative encodingNew columns in source data need to be created
Schema Name
Display Name
statecode
Status
statuscode
Status Reason
E.g. OpportunitySlide19
Status and Status Reason
E.g. Opportunity
Status
Status Reason
Open
In Progress
On
Hold
WonWonLostCanceled
Out SoldStageName
statecodestatuscodeClosed WonWonWonClosed LostLost
Canceled…
Open
In Progress
New columnsSlide20
Data in context
Split source filesMap the same column different ways during import
StageName
Amount
CloseDate
Closed Won
720
3/28/2013
Closed Lost54010/30/2013
Closed Lost35006/30/2014Closed Lost
13956/30/2014StageNameAmountCloseDateOpen
1809/30/2016
Open
1350
11/13/2016
Open
1000
12/1/2016
Actual
Revenue and
Actual
Close Date
Estimated
Revenue and
Estimated
Close Date
E.g. OpportunitySlide21
DemoData LoaderSlide22
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Connect with peers and experts Demos and how-to videosSlide23
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